Level Four Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.49M Buy
15,289
+4,876
+47% +$2.07M 0.24% 115
2025
Q1
$3.76M Buy
10,413
+2,747
+36% +$992K 0.15% 178
2024
Q4
$3.08M Buy
7,666
+1,285
+20% +$516K 0.13% 189
2024
Q3
$2.39M Sell
6,381
-736
-10% -$276K 0.1% 220
2024
Q2
$2.6M Buy
7,117
+113
+2% +$41.2K 0.12% 204
2024
Q1
$2.12M Hold
7,004
0.12% 194
2023
Q4
$2.12M Buy
7,004
+927
+15% +$281K 0.12% 190
2023
Q3
$1.62M Sell
6,077
-845
-12% -$225K 0.1% 214
2023
Q2
$1.9M Buy
6,922
+1,259
+22% +$346K 0.11% 195
2023
Q1
$1.38M Sell
5,663
-1,044
-16% -$255K 0.09% 224
2022
Q4
$1.44M Buy
6,707
+2,195
+49% +$470K 0.11% 199
2022
Q3
$949K Buy
4,512
+329
+8% +$69.2K 0.09% 214
2022
Q2
$915K Sell
4,183
-136
-3% -$29.7K 0.09% 229
2022
Q1
$1.2M Sell
4,319
-850
-16% -$236K 0.09% 215
2021
Q4
$1.58M Buy
5,169
+3,994
+340% +$1.22M 0.12% 184
2021
Q3
$322K Sell
1,175
-413
-26% -$113K 0.03% 378
2021
Q2
$431K Sell
1,588
-1,181
-43% -$321K 0.03% 436
2021
Q1
$673K Sell
2,769
-3,263
-54% -$793K 0.05% 329
2020
Q4
$1.46M Buy
6,032
+199
+3% +$48K 0.12% 186
2020
Q3
$1.27M Sell
5,833
-414
-7% -$89.8K 0.1% 207
2020
Q2
$1.2M Sell
6,247
-4,018
-39% -$771K 0.09% 223
2020
Q1
$1.54M Sell
10,265
-676
-6% -$101K 0.18% 135
2019
Q4
$2.03M Buy
10,941
+1,880
+21% +$348K 0.08% 216
2019
Q3
$1.45M Sell
9,061
-1,305
-13% -$208K 0.15% 153
2019
Q2
$1.63M Sell
10,366
-184
-2% -$29K 0.16% 140
2019
Q1
$1.6M Sell
10,550
-11,522
-52% -$1.74M 0.18% 135
2018
Q4
$2.89M Buy
22,072
+8,062
+58% +$1.06M 0.36% 68
2018
Q3
$2.19M Sell
14,010
-235,154
-94% -$36.7M 0.24% 95
2018
Q2
$35.8M Sell
249,164
-23,265
-9% -$3.35M 2.61% 1
2018
Q1
$37.1M Sell
272,429
-22,777
-8% -$3.1M 2.87% 1
2017
Q4
$39.8M Buy
295,206
+1,075
+0.4% +$145K 3.09% 1
2017
Q3
$36.8M Buy
294,131
+271,630
+1,207% +$34M 3.26% 1
2017
Q2
$2.55M Sell
22,501
-268,545
-92% -$30.4M 0.39% 67
2017
Q1
$33.1M Sell
291,046
-1,412
-0.5% -$161K 3.37% 1
2016
Q4
$30.7M Buy
+292,458
New +$30.7M 3.92% 1